How to Share Checklists Across Offices

If you're a multi-office admin or broker, here's a huge time-saving tip! With just a few clicks, you can copy a Checklist from one office to another. Keep reading to learn how.

Before getting started, let's mention one important factor: Checklists can only be copied from the ALL Office to another office. For example, if I have access to the ALL Office, the Sacramento Office, the Carmichael Office, and the Folsom Office, I can only copy a Checklist from ALL to Sacramento/Carmichael/Folsom. Not the other way around. So if you're creating a Checklist that you want to copy, make sure to create it in the ALL Office.

Let's get started!

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1. When logged into SkySlope, click on the blue SkySlope icon in the upper right corner. From there, select Admin to go into the Admin section. Once in the Admin section, click on the Manage Checklists tab. 

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2. Use the drop-down menu at the top of the page to select the ALL Office. (If you have access to the ALL Office, it should go here by default). Use the other drop-down to view either Listing or Transaction Checklists. Once in the list of ALL Office Checklists, locate the Checklist that you want to copy to another office. Check the box to the left of the Checklist name. 

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3. After selecting the Checklist, scroll up to the top of the page. Use the drop-down in the upper right corner to select the office you want to copy the Checklist to. Then click on Copy

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And that's all it takes to share Checklists! 

 

If you have any other questions about copying Checklists, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

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